Building Dashboard with Excel

Use Excel's PowerPivot, Pivot Table, PivotChart, and Slicer to build a dynamic dashboard in an hour to gain insight into an organization's operation and performance.

1. Dr. Vazi Okhandiar, DBA, MSCS, PMP, MCT www.nrclc.com. [phone] Build a Dashboard in an Hour Using Microsoft PowerPivot in Excel NR Computer Learning Center

2. NR Computer Learning Center (NRCLC) Established in 2002 Provide Computer Training Microsoft Partner Hands-on classroom training Online Training Virtual Live Training Private Lesson

3. Dr. Vazi Okhandiar Over 30 years of teaching experience in Computer Science & IT courses and Microsoft Products and working in IT industry. Worked for the World Bank, General Motors, HP/EDS, Toyota, CSC, Olympus, and Mitsubishi, as well as numerous small and medium-sized enterprises.  Education: DBA, Walden University MBA, University of California, Irvine Masters in Computer Science, Illinois Institute of Technology, Chicago Bachelor’s Degree in Electrical Engineering, University of California, Irvine. Microsoft Certified Trainer (MCT) by Microsoft and Certified Project Management Professional (PMP) by PMI

4. Agenda Introduction to dashboard Import Raw Data in Power Pivot Build Dashboard using Power Pivot Q & A

5. A dashboard A dashboard is a visualization tool that is similar to a panel for a driver of a vehicle that has data organized and presented in such a way that is easy to read and understand.

6. Benefit of Digital Dashboards Visual presentation of performance measures Ability to identify efficiencies/inefficiencies Ability to identify and correct negative trends Ability to identify new trends. Ability to make more informed decision Align strategies and organizational goals Increase overall revenue

7. PowerPivot is a Free add-on for Microsoft Excel that enables a user to: Import millions of row of data sources into a single Excel workbook Create relationships between heterogeneous data Create calculated columns and measures using formulas Supports Visualize Tool – PivotTable, PivotChart, Slicers, Sparkline PowerPivot 7

8. A Pivot table is a powerful feature in Excel that allows users to quickly summarize and analyze large amounts of data in the form of a table. Pivot Table 8

9. A Pivot Chart is a visual representation of the pivot table in Excel. Pivot Chart 9

10. Launching Power Pivot Launch PowerPivot tab on the Excel ribbon Activate PowerPivot (File > Option > COM Add-in> Microsoft Office PowerPivot for Excel) 10

11. Building Dashboard Using PowerPivot Start Excel Launch PowerPivot Load Data Prepare Data Build dashboard with PivotChart, PivotTable and Slicer Database File PowerPivot PivotTable 11 PivotChart Dashboard

12. Sample Data Superstore - Order Table Order ID Order Date Order Priority Order Quantity Sale Discount Shipping Method Profit Unit Price Shipping cost Customer Name State Region Business Size Product Category Product Sub Category Product Name Product Container Product Base Margin Ship Date https://powerbidocs.com/tag/sample-superstore-sales-excel-xls/

13. Question? Who are the top 5 customers? What are the top 5 products? Which states are these top 5 product sold at? What were the sales during the month of March in the year 2010 and 2011?

14. Demo

15. Dr. Vazi Okhandiar www.nrclc.com 714-505-3475 Facebook.com/ nrclc Twitter.com/nrclc [email protected] Thank you